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BRIDGES INVESTMENT MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BRIDGES INVESTMENT MANAGEMENT INC
报告期 2026-03-31 · CIK 0001007295
持仓数
396
前50大市值合计
$6.06B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 5
增持 70
减持 65
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
-$101.1M
907,119
+0%
减持
AAPL
APPLE INC
-$58.2M
1,236,543
-10%
减持
GOOGL
ALPHABET INC CL A
-$51.2M
1,332,433
-4%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AMZN
AMAZON.COM INC
-$34.6M
1,406,179
-1%
减持
BWXT
BWX TECHNOLOGIES INC
-$30.9M
45,235
-81%
减持
MA
MASTERCARD
-$28.4M
378,188
-1%
减持
CASY
CASEYS GEN STORES COM
+$25.9M
155,741
-2%
减持
IVV
ISHARES CORE S&P 500 ETF
-$25.0M
232,208
-10%
减持
BRK/A
BERKSHIRE HATHAWAY INC CLASS A
-$24.4M
337
-5%
增持
VEA
VANGUARD FTSE DEVELOPED MARKET
+$23.7M
4,430,181
+6%
增持
LAD
LITHIA MTRS INC CL A
-$23.3M
285,062
+0%
减持
V
VISA INC. CLASS A
-$20.5M
405,777
-1%
减持
NVDA
NVIDIA CORPORATION
-$20.4M
1,484,413
-1%
减持
PANW
PALO ALTO NETWORKS INC COM
-$19.0M
656,421
-3%
减持
ISRG
INTUITIVE SURGICAL, INC.
-$18.8M
167,548
-1%
减持
ADBE
ADOBE INC COM
-$17.6M
103,730
-15%
减持
UNP
UNION PACIFIC CORP COM
-$17.1M
594,231
-15%
减持
ODFL
OLD DOMINION FREIGHT LINE, INC
+$17.1M
642,375
-7%
减持
AVGO
BROADCOM INC
-$16.5M
335,238
-4%
增持
—
TRANE TECHOLOGIES PLC
+$16.0M
39,761
+2479%
增持
META
META PLATFORMS INC
-$15.9M
184,587
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC CLASS B
-$15.6M
354,987
-4%
减持
JPM
JPMORGAN CHASE & CO COM
-$15.3M
493,072
-1%
增持
AZO
AUTOZONE INC COM
+$14.2M
12,581
+51%
增持
SPGI
S & P GLOBAL INC
-$14.0M
237,483
+8%
清仓
SMMD
ISHARES RUSSELL 2500 ETF
-$13.8M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC
-$13.4M
139,484
-1%
减持
EOG
EOG RESOURCES INC.
+$13.0M
334,414
-1%
减持
ULTA
ULTA SALON COSMETICS & FRAGRAN
-$12.9M
69,150
-15%
减持
PGR
PROGRESSIVE CORP
-$12.8M
392,581
-1%
增持
BMI
BADGER METER INC COM
+$12.4M
97,405
+607%
减持
GOOG
ALPHABET INC CL C
-$11.9M
292,816
-4%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ET
-$11.5M
164,182
-5%
减持
BLK
BLACKROCK INC
-$10.4M
77,841
-2%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT E
+$9.1M
363,865
+15%
增持
WFC
WELLS FARGO & CO DEL COM
-$8.6M
652,244
+0%
增持
NOW
SERVICENOW INC COM
-$8.4M
540,195
+27%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$7.7M
1,341,939
+1%
增持
ZTS
ZOETIS INC
+$7.7M
248,809
+44%
减持
INTU
INTUIT INC
-$7.4M
29,672
-3%
减持
CVX
CHEVRON CORP COM
+$7.4M
139,217
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS
+$7.4M
3,455,673
+4%
增持
CSL
CARLISLE COMPANIES INCORPORATE
+$7.0M
193,476
+8%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$6.5M
5,782,188
-4%
增持
CPRT
COPART INC
+$6.2M
1,266,002
+38%
增持
CDNS
CADENCE DESIGN SYSTEMS INC COM
-$5.8M
173,482
+0%
减持
COST
COSTCO WHOLESALE CORP
+$5.8M
45,009
-1%
减持
—
ACCENTURE PLC F CLASS A
-$5.3M
65,562
-4%
减持
CTAS
CINTAS CORP COM
-$5.3M
264,525
-1%
增持
POOL
POOL CORP
+$4.9M
70,660
+71%
减持
IEMG
ISHARES CORE MSCI EMERGING MKT
-$4.5M
332,484
-19%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$4.3M
67,251
-1%
增持
ADP
AUTOMATIC DATA PROCESSING COM
-$3.9M
101,264
+6%
增持
—
LINDE PLC
+$3.7M
51,197
+1%
增持
URI
UNITED RENTALS INC COM
-$3.6M
72,398
+4%
减持
—
EXXON MOBIL CORP COM
+$3.3M
72,952
-3%
建仓
EQBK
EQUITY BANCSHARES INC CL A
+$2.7M
61,876
增持
PAA
PLAINS ALL AMERICAN PIPELINE L
+$2.7M
256,241
+50%
增持
LLY
LILLY ELI & CO COM
-$2.6M
24,956
+5%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.5M
75,302
-2%
建仓
BELFB
BEL FUSE INC CL B
+$2.5M
12,425
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF
-$2.5M
20,507
-41%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US
+$2.4M
662,141
+3%
减持
ABBV
ABBVIE INC
-$2.3M
186,093
-1%
减持
FIX
COMFORT SYS USA INC COM
+$2.3M
5,830
-5%
减持
PEP
PEPSICO INC COM
+$2.2M
188,607
-0%
减持
HD
HOME DEPOT INC COM
-$2.1M
105,906
-1%
增持
EPD
ENTERPRISE PRODUCTS PARTNERS L
+$2.1M
236,597
+10%
增持
MUSA
MURPHY USA INC
+$2.0M
11,134
+30%
增持
LOW
LOWES COMPANIES COM
-$2.0M
447,160
+0%
增持
HSY
HERSHEY COMPANY
+$1.9M
63,551
+2%
减持
FINN
FIRST NATL NEB INC COM
+$1.9M
2,032
-1%
减持
AMGN
AMGEN INC COM
+$1.8M
87,581
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$1.8M
35,365
+15%
增持
ICE
INTERCONTINENTAL EXCHANGE INC.
-$1.8M
393,435
+0%
建仓
BIZD
VANECK BDC INCOME ETF
+$1.7M
135,805
减持
—
ALCON AG ORD SHS
-$1.7M
409,022
-1%
增持
ABT
ABBOTT LABS COM
-$1.7M
277,089
+15%
增持
ET
ENERGY TRANSFER LP
+$1.6M
339,257
+13%
减持
USB
U.S. BANCORP COM (NEW)
-$1.6M
787,487
-1%
增持
VO
VANGUARD MID-CAP INDEX FUND -E
+$1.6M
73,709
+9%
增持
CHE
CHEMED CORP COM
-$1.6M
65,921
+7%
增持
ROL
ROLLINS INC
-$1.5M
254,837
+1%
清仓
—
ASHTEAD GROUP PLC SPONRD ADS
-$1.5M
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET -
-$1.5M
4,292
-49%
清仓
JKHY
JACK HENRY & ASSOCIATES INC
-$1.5M
0
-100%
增持
BAH
BOOZ ALLEN HAMILTON HOLDINGS
+$1.4M
149,109
+23%
建仓
SUNB
SUNBELT RENTALS HOLDINGS INC
+$1.4M
21,120
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.3M
257,253
-4%
增持
ACLS
AXCELIS TECHNOLOGIES INC COM N
+$1.3M
38,637
+36%
增持
TYL
TYLER TECHNOLOGIES INC
+$1.3M
4,764
+564%
减持
MRSH
MARSH COM
-$1.3M
71,671
-3%
增持
WSO
WATSCO INC
+$1.2M
5,560
+134%
增持
APH
AMPHENOL CORP CL A
-$1.2M
216,478
+2%
增持
AJG
ARTHUR J. GALLAGHER & CO.
+$1.2M
6,924
+448%
增持
GNRC
GENERAC HOLDINGS INC
+$1.1M
16,435
+8%
增持
TJX
TJX COMPANIES INC
+$1.1M
146,917
+1%
减持
ORCL
ORACLE CORP COM
-$1.1M
22,236
-0%
增持
TW
TRADEWEB MKTS INC CL A
+$1.1M
27,901
+35%
增持
RUSHA
RUSH ENTERPRISES
+$1.0M
53,494
+16%
增持
AAON
AAON, INC.
+$1.0M
38,189
+37%
增持
APG
API GROUP CORP STOCK
+$1.0M
137,365
+16%
增持
CLH
CLEAN HARBORS INC
+$1.0M
12,068
+16%
增持
MPLX
MPLX LP
+$999.5K
114,164
+10%
清仓
ATO
ATMOS ENERGY CORP
-$995.7K
0
-100%
清仓
XPO
XPO INC COM
-$975.3K
0
-100%
增持
GEV
GE VERNOVA INC
+$967.7K
2,913
+21%
减持
—
EATON CORP PLC
+$929.5K
26,004
-1%
建仓
WAT
WATERS CORP
+$922.6K
3,098
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$895.9K
30,632
+16%
增持
GGG
GRACO INC COM
+$893.4K
145,795
+4%
增持
SAIA
SAIA INC COM
+$878.7K
6,135
+57%
增持
DT
DYNATRACE INC
+$866.9K
52,308
+112%
增持
CAT
CATERPILLAR INC DEL COM
+$864.2K
5,951
+2%
增持
KNSL
KINSALE CAP GROUP INC COM
+$858.3K
7,509
+72%
减持
DE
DEERE & CO COM
+$769.7K
7,985
-0%
减持
ATR
APTARGROUP INC
-$760.1K
8,260
-44%
减持
MRK
MERCK & CO INC COM
+$746.4K
55,851
-2%
增持
SYK
STRYKER CORP COM
-$735.3K
152,526
+5%
减持
KLAC
KLA CORP COM
+$713.0K
41,745
-17%
清仓
ARES
ARES MANAGEMENT CORPORATION CL
-$712.6K
0
-100%
减持
COF
CAPITAL ONE FINANCIAL COM
-$693.2K
10,556
-2%
减持
TPL
TEXAS PACIFIC LAND CORP
+$664.3K
3,969
-7%
增持
LECO
LINCOLN ELECTRIC HOLDINGS
+$659.0K
16,149
+15%
增持
PLD
PROLOGIS INC COM
+$657.5K
128,416
+0%
清仓
CVNA
CARVANA CO CL A
-$653.3K
0
-100%
减持
HON
HONEYWELL INTERNATIONAL INC CO
+$649.4K
22,250
-1%
清仓
OTEX
OPEN TEXT CORP
-$639.2K
0
-100%
清仓
ROK
ROCKWELL AUTOMATION INC COM
-$629.9K
0
-100%
增持
LSEGY
LONDON STOCK EXCHANGE GROUP SP
+$623.6K
64,830
+54%
增持
HLNE
HAMILTON LANE INC CL A
+$620.0K
17,740
+108%
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$615.4K
24,848
+79%
减持
IBM
INTERNATIONAL BUS MACH COM
-$614.1K
9,347
-4%
减持
—
CHUBB CORP COM
-$609.5K
4,257
-33%
减持
DIS
DISNEY (WALT)
-$577.8K
30,742
-1%
减持
IQV
IQVIA HOLDINGS INC
-$573.4K
8,914
-4%
增持
TSLA
TESLA INC
-$564.6K
11,810
+7%
减持
QCOM
QUALCOMM INC COM
-$564.1K
12,790
-1%
增持
DV
DOUBLEVERIFY HOLDINGS INC
+$546.9K
85,777
+266%
增持
—
NXP SEMICONDUCTORS NV COM
+$541.0K
4,700
+166%
减持
BAC
BANK OF AMERICA CORPORATION
-$525.8K
49,029
-8%
减持
SCHW
CHARLES SCHWAB CORP
-$519.9K
16,066
-21%
增持
HWKN
HAWKINS INC COM
+$519.0K
13,813
+22%
增持
TLTD
FLEXSHARES MSTAR DEVELOPED MAR
+$517.7K
22,352
+31%
减持
—
MEDTRONIC PLC
-$514.3K
23,433
-12%
增持
FFIN
FIRST FINL BANKSHARES INC
+$497.4K
76,834
+30%
清仓
ALNY
ALNYLAM PHARMACEUTICALS, INC
-$483.5K
0
-100%
减持
BDX
BECTON DICKINSON & CO COM
-$467.3K
12,059
-1%
增持
VZ
VERIZON COMMUNICATIONS COM
+$466.5K
48,635
+0%
增持
CNX
CNX RESOURCES CORP
+$456.2K
67,229
+16%
